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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,467 | $85,169+35.6% | $172,755-33.2% | $72,983+58.2% |
| Participation rate | 98.0% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.94%-802.9pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,850 | $3,260+18.1% | $5,198-25.9% | $3,608+6.7% |
| Admin fee / account holder | $94 | $5,880-98.4% | $13,955-99.3% | $5,124-98.2% |